Ad is loading...
RSEBX vs TAVFX
RSEBX vs TAVFX Comparison
Open Charts RSEBX vs TAVFX
American Funds SMALLCAP World R2E
Price$63.58
Change+$0.56 (+0.89%)
VolumeN/A
Net Assets71.03B
Third Avenue Value Instl
Price$60.61
Change+$0.23 (+0.38%)
VolumeN/A
Net Assets681.73M
RSEBX vs TAVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RSEBX vs. TAVFX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RSEBX is a Buy and TAVFX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 71B vs. TAVFX (682M). TAVFX pays higher dividends than RSEBX: TAVFX (2.49) vs RSEBX (0.22). RSEBX was incepted earlier than TAVFX: RSEBX (11 years) vs TAVFX (35 years). RSEBX (1.45) is less costly to investors than TAVFX (1.19). RSEBX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). RSEBX has a lower initial minimum investment than TAVFX: RSEBX (250) vs TAVFX (10000). RSEBX annual gain was more profitable for investors over the last year : -0.60 vs. TAVFX (-13.35). TAVFX return over 5 years is better than : 156.55 vs. RSEBX (20.84).
| RSEBX | TAVFX | RSEBX / TAVFX | |
| Total Expense Ratio | 1.45 | 1.19 | 122% |
| Annual Report Gross Expense Ratio | 1.45 | 1.19 | 122% |
| Fund Existence | 11 years | 35 years | - |
| Gain YTD | -2.230 | 4.681 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71B | 682M | 10,411% |
| Annual Yield % from dividends | 0.22 | 2.49 | 9% |
| Returns for 1 year | -0.60 | -13.35 | 5% |
| Returns for 3 years | 16.84 | 20.99 | 80% |
| Returns for 5 years | 20.84 | 156.55 | 13% |
| Returns for 10 years | 28.37 | 23.11 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers